Summary
Overview
Work History
Education
Timeline
Generic

Peter Huang

MBA Degree-Finance And Accounting
Philadelphia,PA

Summary

Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations. Detail-oriented Accountant with 5 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures. Organized Accountant with 5 years of managing accurate accounting information, tax return support, bookkeeping and corporate operations. Astute financial professional with keen eye for detail and high level of integrity. Works well in large teams in corporate environments. Quality-driven accountant with proven record of excellent job performance. Manages projects at each stage with diligent and attentive approach, carefully checking details and testing assumptions. Skilled in training junior personnel in principles and practices. Resourceful Accounting professional with 5 years of experience in audit preparation and reporting. Tech-savvy Auditor with proficiency in Business System and . Outstanding Excel problem-solving and teamwork abilities. Adept at working with private, public and state government clients. Skilled at inspecting organizations' operations, analyzing potential risks and providing recommendations to improve operations. Experienced Auditor looking for accounting auditing position and ready to leverage extensive background in accounting and auditing. Committed to helping company grow while ensuring business operations follow state and federal regulations. Detail-oriented and friendly with high ethical standards. Familiar with managing schedules, directing teams and overseeing closing processes. Well-versed in GAAP, ledger updates and report writing. Exceptional interpersonal, communication and multitasking abilities. Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Seasoned auditing professional knowledgeable about risk aversion strategies, cost reduction options and financial processes. Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities. Dedicated accounting professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Reliable employee seeking accountant/Finance position. Offering excellent communication and good judgment. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Enthusiastic Finance eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of finance and training accounting. Motivated to learn, grow and excel in accounting. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level finance position. Ready to help team achieve company goals. Experienced finance with over 5 years of experience in finance. Excellent reputation for resolving problems and improving customer satisfaction.

Overview

29
29
years of professional experience
5
5
years of post-secondary education

Work History

Accountant

Alex S LLC
Philadephia, PA
08.2012 - Current
  • Gathered financial information, prepared documents and closed books.
  • Created budgets and forecasts for management group to meet regular accounting deadlines.
  • Reviewed business operations and obligations to help organization function at acceptable level.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Used advanced software to prepare documents, reports and presentations.
  • Offered advice and direction to help clients better understand financial goals.
  • Reconciled accounts and reviewed expense data, net worth and assets.
  • Evaluated and improved financial records to make important business decisions.
  • Modified comprehensive reporting to reflect changing financial structure.
  • Set up and improved accounting systems and processes to meet business needs and maximize operational success.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.
  • Identified and investigated variances to optimize financial plans and forecasts.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Leveraged finance knowledge to strengthen controls and improve transparency.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
  • Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
  • Partnered with auditors to track errors and add contributions to maintain accuracy.
  • Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
  • Prepared and filed tax forms to meet needs of customers.
  • Gathered data on taxable income, deductibles and allowances for tax preparation.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.

Mortgage Loan Originator

Hansen Financial Services, Inc.
Philadelphia, PA
04.2014 - Current
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Collected information from banks, institutions and employers to assess applicant eligibility.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Interviewed applicants to assess loan requirements before suggesting offers.
  • Assisted credit officers with loan applications to originate [Number] loans.
  • Explained different types of loans pertaining to client situations.
  • Successfully decreased real estate-owned inventory by [Number]%.
  • Fielded customer complaints and provided solutions.
  • Implemented sales strategies that established relationships with realtors and CPAs.
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.

Insurance Agent

Hansen Financial Services, Inc.
Philadelphia, PA
07.2013 - Current
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Obtained underwriting approval by completing application for coverage.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Calculated premiums and established payment methods for sales.
  • Conducted annual reviews of existing policies to update information.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Collected, analyzed and validated agency commissions.
  • Finalized sales and collected necessary deposits.
  • Met with customers to provide information about available products and policies.
  • Collected premiums on or before effective date of coverage.
  • Identified and solicited sales prospects in agency databases.
  • Remained impartial in order to advise clients based on circumstances.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by [Number]%.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

Real Estate Agent

PREMIUM REALTY GROUP INC
Philadelphia, PA
02.2021 - Current
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Sold high volume of properties in short timeframes to exceed quotas and maximize business revenue.
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Maintained inventories and records of sales collaterals and closings.
  • Liaised between buyers and sellers to provide positive experiences for both parties.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Presented purchase offers to sellers for consideration.
  • Assisted clients in financial planning for purchase.
  • Collected fees and documented payment processes for property transactions.
  • Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Reviewed market research data and changed sales plans accordingly.
  • Communicated with clients to understand property needs and preferences.
  • Created and implemented marketing plans to drive sales and coached staff on new strategies for maximum results.
  • Represented buyers and sellers of developed and undeveloped properties.
  • Negotiated, facilitated and managed real estate transactions.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
  • Used NTREIS and other realtor databases to find properties for clients.
  • Advertised client properties through websites, social media and real estate guides.

Education

MBA - Master of Management Studies

University of Waikato
Hamilton
07.2010 - 10.2012

BBA - Accounting

University of Waikato
Hamilton
01.2008 - 10.2010

Timeline

Real Estate Agent

PREMIUM REALTY GROUP INC
02.2021 - Current

Mortgage Loan Originator

Hansen Financial Services, Inc.
04.2014 - Current

Insurance Agent

Hansen Financial Services, Inc.
07.2013 - Current

Accountant

Alex S LLC
08.2012 - Current

MBA - Master of Management Studies

University of Waikato
07.2010 - 10.2012

BBA - Accounting

University of Waikato
01.2008 - 10.2010
Peter HuangMBA Degree-Finance And Accounting